KREF
KKR Real Estate Finance Trust Inc.
There isn't enough reported data to score KREF yet.
OPEN
Opendoor Technologies Inc.
There isn't enough reported data to score OPEN yet.
KREF Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Weak | |
| N/A | |
| N/A |
KREF's profitability is currently weak. There isn't enough data to rate its revenue. Free cash flow and net leverage aren't meaningful measures for real estate companies like KREF.
OPEN Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| N/A | |
| N/A |
OPEN's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for real estate companies like OPEN.
KREF PE Valuation
KREF has no meaningful PE right now: it lost money over the past year.
OPEN PE Valuation
OPEN has no meaningful PE right now: it lost money over the past year.
KREF Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Strong decline | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect KREF's revenue and profitability to decline, with its earnings holding steady. However, they disagree widely on these estimates.
OPEN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect OPEN's losses to grow, with revenue growing. However, they disagree widely on these estimates.
KREF Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$3.51 | -$3.16 |
| Q2 2026 | -$3.28 | -$2.62 |
| Q1 2026 | -$1.86 | -1263% |
| Q4 2025 | -$1.05 | -683% |
| Q3 2025 | -$0.35 | -$0.05 |
| Q2 2025 | -$0.66 | -430% |
| Q1 2025 | $0.16 | +$0.62 |
| Q4 2024 | $0.18 | +$0.96 |
KREF lost $3.51 per share over the past year, and its loss has widened in each of the last four quarters.
OPEN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.00 | -$1.56 |
| Q2 2026 | -$1.89 | -$1.46 |
| Q1 2026 | -$1.76 | -$1.24 |
| Q4 2025 | -$1.70 | -$1.14 |
| Q3 2025 | -$0.44 | +$0.09 |
| Q2 2025 | -$0.43 | +$0.15 |
| Q1 2025 | -$0.52 | -$0.10 |
| Q4 2024 | -$0.56 | -$0.14 |
OPEN lost $2.00 per share over the past year, and its loss has widened in each of the last five quarters.
KREF Quarterly Revenue
KREF and OPEN do not have enough comparable growth data to identify a winner.
OPEN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | +12% |
| Q2 2026 | $883M | -44% |
| Q1 2026 | $720M | -38% |
| Q4 2025 | $736M | -32% |
| Q3 2025 | $915M | -34% |
| Q2 2025 | $1.6B | +3.7% |
| Q1 2025 | $1.2B | -2.4% |
| Q4 2024 | $1.1B | +25% |
OPEN's revenue is recovering but still below its 2022 peak: $1B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -18% | -11 points |
| Q2 2026 | -16% | -16 points |
| Q1 2026 | -22% | -17 points |
| Q4 2025 | -20% | -12 points |
| Q3 2025 | -7.4% | -2.6 points |
| Q2 2025 | -0.8% | +3.9 points |
| Q1 2025 | -4.9% | +2.5 points |
| Q4 2024 | -8.7% | +4.6 points |
OPEN's operating margin was −18% last quarter, down 11 points from the same quarter a year ago.
KREF Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.5M | -86% |
| Q2 2026 | $14.6M | -31% |
| Q1 2026 | $13.1M | -17% |
| Q4 2025 | $16.7M | -8.7% |
| Q3 2025 | $18.5M | -62% |
| Q2 2025 | $21.1M | -31% |
| Q1 2025 | $15.9M | -54% |
| Q4 2024 | $18.3M | -50% |
KREF has the edge over OPEN on cash generation, producing positive trailing cash flow while its opponent burns cash.
OPEN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$836M | -294% |
| Q2 2026 | -$723M | -188% |
| Q1 2026 | -$250M | +$33M |
| Q4 2025 | $67M | +$150M |
| Q3 2025 | $432M | +671% |
| Q2 2025 | $821M | +$1.2B |
| Q1 2025 | -$283M | -$97M |
| Q4 2024 | -$83M | +$468M |
OPEN's free cash flow was −$1.7B over the past year, against $887M the year before. Free cash flow isn't a meaningful measure for real estate companies like OPEN.
KREF Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -7.7% | -4.8M shares |
| 1 year | -12% | -8.2M shares |
| 3 years | -17% | -11.5M shares |
| 5 years | +2.9% | +1.6M shares |
| Available history | +0.1% | +53.2K shares |
KREF has the edge over OPEN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $11.3M |
| Q2 2026 | $38.1M |
| Q1 2026 | $762,000 |
| Q4 2025 | $9.3M |
| Q3 2025 | $4.2M |
| Q2 2025 | $20.1M |
| Q1 2025 | $9.8M |
| Q4 2023 | — |
KREF spent $59M buying back its own shares over the past year.
OPEN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -16.3M shares |
| 1 year | +30% | +220M shares |
| 3 years | +42% | +282M shares |
| 5 years | +61% | +361M shares |
| Available history | +1042% | +866M shares |
OPEN has 949M diluted shares, up 30% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
KREF Net Leverage
OPEN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2022 | 337.2x | High |
OPEN's net debt is more than 20 years of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for real estate companies like OPEN.
KREF Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.2 | Neutral |
| Stochastic | 12.9 | Oversold |
KREF's weekly RSI is 32 (neutral) and its Stochastic is 13 (oversold).
OPEN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 20.6 | Oversold |
| Stochastic | 1.2 | Oversold |
OPEN's weekly RSI is 21 (oversold) and its Stochastic is 1 (oversold).
KREF PE vs Real Estate Sector
| Metric | KREF | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
KREF has no meaningful PE right now: it lost money over the past year.
OPEN PE vs Real Estate Sector
OPEN has no meaningful PE right now: it lost money over the past year.
KREF Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.79 | 7.4% below |
| 20 week MA | $6.72 | 20% below |
| 50 week MA | $7.01 | 24% below |
| 100 week MA | $8.27 | 35% below |
| 200 week MA | $9.92 | 46% below |
KREF is in a downtrend: it's below all five of its weekly moving averages, and 46% below its 200-week average.
OPEN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.97 | 37% below |
| 20 week MA | $3.00 | 59% below |
| 50 week MA | $4.37 | 72% below |
| 100 week MA | $3.74 | 67% below |
| 200 week MA | $3.13 | 60% below |
OPEN is in a downtrend: it's below all five of its weekly moving averages, and 60% below its 200-week average.
KREF Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $20.9 | $18.4 | -12% |
| 2021 | $18.4 | $21.3 | +16% |
| 2022 | $21.3 | $14.7 | -31% |
| 2023 | $14.7 | $13.2 | -9.7% |
| 2024 | $13.2 | $10.3 | -22% |
| 2025 | $10.3 | $8.52 | -17% |
| 2026 YTD | $8.52 | $5.36 | -37% |
KREF has the edge over OPEN on returns for 2026, with the stronger performance.
OPEN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $27.4 | +150% |
| 2021 | $27.4 | $14.9 | -46% |
| 2022 | $14.9 | $1.02 | -93% |
| 2023 | $1.02 | $4.48 | +339% |
| 2024 | $4.48 | $1.67 | -63% |
| 2025 | $1.67 | $6.01 | +260% |
| 2026 YTD | $6.01 | $1.24 | -79% |
OPEN's yearly returns have swung widely, from +339% in 2023 to −93% in 2022. It's down 79% so far in 2026.